Castle Rock Wealth Management, LLC: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on UNP, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 1,672 UNP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,672 sharesChange vs previous 13F -90 shares
0.09% of the 13F portfolio, value $462,615.
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 1,762 sharesChange vs previous 13F -8 shares
0.1% of the 13F portfolio, value $489,303.
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,770 sharesChange vs previous 13F +535 shares
0.09% of the 13F portfolio, value $433,175.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,235 sharesChange vs previous 13F -125 shares
0.06% of the 13F portfolio, value $295,827.
13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,360 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $318,221.
13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,359 sharesChange vs previous 13F -42 shares
0.07% of the 13F portfolio, value $308,888.
13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,401 sharesChange vs previous 13F -130 shares
0.09% of the 13F portfolio, value $330,628.
13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,531 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $381,468.
13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).